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Search resuls for: "value's"


9 mentions found


☆ Jeremy Grantham's GMO says now is the time to jump into bank stocks as failures ravage the sector. Here are 2 banks it says are trading at valuations 90% cheaper than historical norms.
  + stars: | 2023-03-30 | by ( William Edwards | ) www.businessinsider.com   time to read: +3 min
Big bank stocks have rarely been cheaper, says GMO's asset allocation team. Two GMO is most bullish on are JPMorgan and Bank of America. Financials-sector stocks have gotten hammered in March amid the failures of institutions like Silicon Valley Bank and Signature Bank, and as UBS hastily acquired a troubled Credit Suisse. The eight GSIBs include: JPMorgan, Bank of America, Citi, Goldman Sachs, BNY Mellon, Morgan Stanley, State Street, and Wells Fargo. While GMO said it couldn't comment on which seven banks it likes, it said they include JPMorgan (JPM) and Bank of America (BAC).
☆ Make these 4 undervalued investments now while the stock market rally unwinds after a red-hot jobs report, according to the investment chief at Cambria Funds
  + stars: | 2023-02-07 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
The economist continued: "And it's not the level of the unemployment rate that matters as far as the economic cycle is concerned — it's the change in the unemployment rate. He told Insider in a recent interview that investors should target value stocks and foreign equities, specifically Chinese stocks and those in emerging markets. For most of the past decade, value stocks were unloved while growth names went on an explosive rally. But now value stocks have made a major comeback, while growth picks have melted down. When picking stocks, Faber said he's especially interested in two qualities: a stock's valuation and momentum.
☆ A top fund manager who's beaten 99% of competitors over the past 5 years shares the investing strategy that led to his success — and 7 of his favorite value stocks right now
  + stars: | 2023-01-13 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
Eli Salzmann's Neuberger Berman Large Cap Value Fund has beaten 99% of peers in the past five years. Here are seven stocks that Salzmann loves right now, even if the economy weakens. Value stocks have been in vogue for the past year or so, but in the decade before that, investors only seemed to care about growth stocks. The two indexes were weighed down by lagging value stocks, but still managed to fetch returns 316% and 240%, respectively. During that time, many value fund managers drifted toward growth names, said Eli Salzmann, the portfolio manager of the Neuberger Berman Large Cap Value Fund (NBPIX), in a recent interview with Insider.
☆ Markets need to get above 4,150 for a true year-end market rally, says Miller Value's Spallanzani
  + stars: | 2022-11-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets need to get above 4,150 for a true year-end market rally, says Miller Value's SpallanzaniJohn Spallanzani, Miller Value Partners portfolio manager, joins 'Closing Bell: Overtime' to discuss Fed Chair Powell's speech and its impact on stocks.
☆ Financial markets not showing too much stress, even as the crypto complex gets dismantled
  + stars: | 2022-11-17 | by ( Michael Santoli | ) www.cnbc.com   time to read: +4 min
This is the daily notebook of Mike Santoli, CNBC's senior markets commentator, with ideas about trends, stocks and market statistics. But the point is, stocks have not been oblivious to slowdown risk to this point. Part of this is because energy firms are nicely profitable even at $75-$85 crude and are the rare group showing earnings growth. So far, the financial markets have not shown particular stress over the crypto unwind. Almost no movement in VIX, with modest index moves, expiration often pinning indexes in a narrow band and holiday-slowed trading ahead next week.
☆ 'Bulldog' lawyer Thomas Lauria Lauria predicted a crypto 'liquidation boom' well before Sam Bankman-Fried's FTX filed for bankruptcy
  + stars: | 2022-11-11 | by ( Jack Newsham | Sindhu Sundar | ) www.businessinsider.com   time to read: +14 min
Thomas Lauria runs the bankruptcy team at White & Case where clients have included Hertz and Johnson & Johnson. But Lauria told Insider that the ability of crypto companies to reorganize will depend on whether they have any real assets. Notably, when Lauria represented Hertz in its Chapter 11 case during the coronavirus pandemic, even its unsecured creditors were repaid in full. So I'm not sure that what's happening in crypto right now is really going to be a reorganization boom, but really probably more of a liquidation boom. About $10 billion of Hertz debt, when they filed, was related to financing in connection with their US fleet.
☆ Jim Cramer on Starboard Value's stakes in Wix, Splunk, Salesforce and Vertiv
  + stars: | 2022-10-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer on Starboard Value's stakes in Wix, Splunk, Salesforce and VertivCramer on Monday gave his thoughts on Starboard's busy October.
☆ Jim Cramer on Starboard Value's stake in Salesforce
  + stars: | 2022-10-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer on Starboard Value's stake in SalesforceCramer gave his thoughts on activist investor Starboard's stake in Salesforce.
☆ Value's been restored to the fixed-income market, says Newfleet's David Albrycht
  + stars: | 2022-09-22 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailValue's been restored to the fixed-income market, says Newfleet's David AlbrychtDavid Albrycht, Newfleet Asset Management, joins 'Closing Bell: Overtime' to discuss the market's best opportunities in fixed income.
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